Core Team

We are a bunch of wealth-tech enthusiasts with a common goal of making portfolio management and financial planning tools accessible to all.

Ryan Tristan Chiu

Digital Media & Software Developer

Simiao Zhou, PhD, CFA

Director of Research &

Senior Software Developer

Armaan Zaffino, BBA

Product & Client Success Manager

David Varadi, CFA, MBA

Business Development Manager

Tristan Chiu, BA (Hons)

Software Developer & Digital Media

Sandra Huo, CFA, MBA

Data Scientist

Lexie Rivard, BSc

Frontend Software Developer